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Client relations representative skills for your resume and career

Updated January 8, 2025

6 min read

Quoted expert

Eric Gjerdevig

Below we've compiled a list of the most critical client relations representative skills. We ranked the top skills for client relations representatives based on the percentage of resumes they appeared on. For example, 17.7% of client relations representative resumes contained client accounts as a skill. Continue reading to find out what skills a client relations representative needs to be successful in the workplace.

15 client relations representative skills for your resume and career

1. Client Accounts

Here's how client relations representatives use client accounts:

Managed client accounts resulting in increased company revenue and client satisfaction.
Assisted accounting with proper application of sales proceeds to client accounts based on company and state guidelines.

2. Client Relations

Here's how client relations representatives use client relations:

Develop and sustain productive client relationships by taking responsibility for meeting and exceeding internal and /or external client expectations.
Identified and resolved customer financial needs, including opening checking and saving accounts resulting in improved client relations.

3. Strong Problem-Solving

Here's how client relations representatives use strong problem-solving:

Recognized by clients and management for strong problem-solving skills resulting in increased productivity and high customer satisfaction.
Demonstrated strong problem-solving skills, customer focus, and follow-up skills.

4. Financial Institutions

Financial Institutions come in all sizes, forms, and are meant for all sorts of purposes. Some only keep money, some only trade it, some focus on extending loans, some work with only other financial corporations or regular business and companies, and some are built to be useful and multi-purpose. A central bank, for example, is a banking institution meant to keep an eye on other banks and ensure that no laws or rules are broken or bent.

Here's how client relations representatives use financial institutions:

Report processing for financial institutions.
Advised and monitored over 45 plus financial institutions and their credit card programs.

5. Customer Satisfaction

Here's how client relations representatives use customer satisfaction:

Conducted account reviews to analyze service needs, uncover additional revenue opportunities and to ensure customer satisfaction.
Captured, managed and edited details of bookings for on-site interpreting service to ensure customer satisfaction.

6. HR

HR stands for human resources and is used to describe the set of people who work for a company or an organization. HR responsibilities revolve around updating employee records and carrying out management processes like planning, recruitment, evaluation, and selection processes. HR is a key contributor to any company or organization's growth as they are in charge of hiring the right employees, processing payrolls, conducting disciplinary actions, etc.

Here's how client relations representatives use hr:

Traveled and helped facilitate conferences for HR Professionals.
Championed for the position by the HR Director who knew my excellent work record from a previous position.

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7. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how client relations representatives use data entry:

Completed data entry and cash flow functions for company by consolidating balance sheets of income statement and company cash flow statements.
Assisted with the data entry for personnel weekly payroll.

8. Quality Customer Service

Here's how client relations representatives use quality customer service:

Process various transactions for our clients *Educate and sell products to our clients *Provide quality customer service to client questions and concerns
Provided high quality customer service to our participants, clients, producers, field personnel.

9. Trade Shows

Here's how client relations representatives use trade shows:

Assess the needs of potential clients to effectively estimate product requirements for trade shows, golf tournaments and safety programs
Assisted with marketing by attending trade shows, customer education, and building store displays.

10. Inbound Calls

Here's how client relations representatives use inbound calls:

Answered inbound calls about Qualified Retirement plans from clients and Financial Representatives and provided initial problem-solving solutions.
Handle the most complex inbound calls and places outbound calls focused on increasing account rep sales to clients/Brokers.

11. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how client relations representatives use outbound calls:

Placed outbound calls to hospitals and doctor offices in a fast paced, high volume call center.
Researched accounts for discrepancies, making mostly outbound calls to hospital, doctor offices and insures.

12. Client Retention

Here's how client relations representatives use client retention:

Coordinated with management to improve client retention and maximize company profit.
Utilized as a trainer to train all new associates on client retention skills as well as other operational skills.

13. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how client relations representatives use scheduling appointments:

Managed scheduling appointments, meeting facilities, developed itineraries and provided event planning for management and leading private clients.
Operate telephone switchboard while providing information and scheduling appointments.

14. Customer Inquiries

Here's how client relations representatives use customer inquiries:

General representative for all incoming customer inquiries
Perform research to resolve customer inquiries/problems.

15. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how client relations representatives use customer relationships:

Strengthened the HSBC brand by developing, managing and expanding customer relationships at service levels that met and exceed customer expectations.
Establish and maintain consistent customer relationships with key decision makers and accounts.

5 Client Relations Representative resume examples

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What skills help Client Relations Representatives find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What client relations representative skills would you recommend for someone trying to advance their career?

Eric Gjerdevig

Lecturer in Marketing, Director for the Center for Professional Selling and Sales Technology, North Dakota State University

I might be a contrarian with this answer. I think as technology advances very quickly with AI it's our human-to-human skills that will become rarer and more valuable over the coming years. It might sound silly but things such as asking questions, listening, storytelling, and being empathetic can function like superpowers and I think they will even more in the coming years.

Do you want to know more?

List of client relations representative skills to add to your resume

The most important skills for a client relations representative resume and required skills for a client relations representative to have include:

Client Accounts
Client Relations
Strong Problem-Solving
Financial Institutions
Customer Satisfaction
HR
Data Entry
Quality Customer Service
Trade Shows
Inbound Calls
Outbound Calls
Client Retention
Scheduling Appointments
Customer Inquiries
Customer Relationships

Customer Complaints
Account Executives
Problem Resolution
Client Issues
Product Knowledge
External Clients
ATM
Customer Support
Client Inquiries
Front Desk
Telephone Calls
Client Satisfaction
PowerPoint
Client Service
Administrative Tasks

Customer Issues
Financial Products
Customer Interaction
Conference Calls
Bank Products
Billing Issues
Loan Payments
Client Calls
ADP
Audit Procedures
Mortgage Brokers
Mortgage Loans
FHA
IRS

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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